Companies Overview

In Map My Customers, Companies are how you store information about your customers and prospects. Companies can be used to create optimized Routes and better visualize your customers.

Company Records can be created by either importing or manually adding Companies into Map My Customers. By default, Team Members can only see the records that they own. Team Owners can use Groups or Territories to share records with other team members. You can view Companies in either a List View or Map View. 

Groups can also be used to create segments for your Companies. For example, you can group Companies by their industry, product type or Tier.

To Access Company Records in the List View:

1. Select "Records" from the Navigation Bar
2. Select "Companies" from the dropdown menu
3. Select the Record you want to view 

This section explains how to use:

• Company Records
• Parent/Child Relationships

Click Here to read about Companies on Mobile.